We are live on ! Find out more
RSP icon

Invesco S&P 500 Equal Weight ETF

668 hedge funds and large institutions have $5.72B invested in Invesco S&P 500 Equal Weight ETF in 2020 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 147 increasing their positions, 332 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $4.54B → $5.72B (+$1.18B)

15% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 71

1% more funds holding

Funds holding: 663668 (+5)

6% less funds holding in top 10

Funds holding in top 10: 4845 (-3)

15% less ownership

Funds ownership: 62%47% (-15%)

47% less call options, than puts

Call options by funds: $21.8M | Put options by funds: $41.2M

56% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 332

Holders
668
Holders Change
+5
Holders Change %
+0.75%
% of All Funds
13.7%
Holding in Top 10
45
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.25%
% of All Funds
0.92%
New
82
Increased
147
Reduced
332
Closed
71
Calls
$21.8M
Puts
$41.2M
Net Calls
-$19.4M
Net Calls Change
-$21M
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
476
SG Americas Securities
New York
$340K +$323K +3,346 New
MIC
477
Meridian Investment Counsel
California
$339K -$47.3K -490 -13%
FIA
478
Foundations Investment Advisors
Arizona
$339K +$316K +3,276 New
RWM
479
Ritholtz Wealth Management
New York
$337K +$320K +3,316 New
EL
480
Envoi LLC
Minnesota
$333K
GT
481
Glenview Trust
Kentucky
$330K -$96.2K -998 -24%
PFA
482
Plotkin Financial Advisors
Maryland
$327K -$147K -1,528 -32%
IC
483
InterOcean Capital
Illinois
$319K +$32.4K +336 +12%
ACA
484
Atlas Capital Advisors
Wyoming
$317K -$339K -3,513 -53%
TI
485
Tidal Investments
Wisconsin
$315K -$411K -4,260 -58%
KOMWMG
486
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$315K +$482 +5 +0.2%
IAN
487
Integrated Advisors Network
Texas
$312K +$868 +9 +0.3%
JWCA
488
J.W. Coons Advisors
Ohio
$310K -$33.8K -350 -10%
SBIA
489
Sheaff Brock Investment Advisors
Indiana
$310K -$11.1K -115 -4%
CRWM
490
Castle Rock Wealth Management
California
$308K +$964 +10 +0.4%
HFA
491
High Falls Advisors
New York
$305K -$4.17M -43,221 -94%
GIM
492
Goelzer Investment Management
Indiana
$305K
LAS
493
Lloyd Advisory Services
Georgia
$304K -$427K -4,427 -60%
Fiera Capital (Canada)
494
Fiera Capital (Canada)
Quebec, Canada
$304K
FFA
495
Fragasso Financial Advisors
Pennsylvania
$302K +$96 +1 +0%
SL
496
Savior LLC
Massachusetts
$301K -$35K -363 -11%
AWA
497
Arete Wealth Advisors
Illinois
$301K -$14.7K -152 -5%
DIP
498
DT Investment Partners
Pennsylvania
$299K -$60.3K -625 -18%
CCMD
499
Cypress Capital Management (Delaware)
Delaware
$298K
SCA
500
Sage Capital Advisors
South Dakota
$294K +$675 +7 +0.2%

RSP Hedge Fund Activity: Q2 2020 in Review

668 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q2 2020, worth a combined $5.72B — up 26% from $4.54B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new RSP positions and 71 closed out — a net gain of 11 holders — while 147 added to existing stakes and 332 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $386M. The largest seller was Osaic Holdings, cutting an estimated $2.29B.

  • 668 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q2 2020, up from 663 in Q1 2020.
  • Funds reported $5.72B of Invesco S&P 500 Equal Weight ETF stock for Q2 2020, up 26% quarter-over-quarter.
  • 82 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q2 2020 and 71 closed out, a net change of +11 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q2 2020 was JP Morgan Chase, an estimated $386M added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q2 2020 was Osaic Holdings, an estimated $2.29B sold.

Based on aggregated 13F filings for Q2 2020.